The Scenario
Your sales call is in three hours. You have 15 prospect deals in the pipeline sheet — proposed services, quoted prices, contact IDs, all sitting in a tab called "Proposals." The consultancy's policy is that every deal gets a formal Lexoffice quotation before the first call, so the prospect has something on paper to react to. Creating them one by one means you're building quotations until the call starts, no time to prepare the actual pitch.
The bad version:
- Open Lexoffice, click New Quotation, find the contact, add the service line, enter the description, set the net price, pick the tax condition, save as draft — repeat for all 15 deals
- Run out of time after 9 and go into the call with 6 prospects who have no quotation on file
- Hear back from a prospect the next day asking for a quote you're certain you sent, only to discover it never got finalized because you left it in draft status
Three hours is not enough time to prepare a pitch AND build 15 quotations manually.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the pipeline and creates each Lexoffice quotation from the row — so you can spend the three hours preparing for the call instead of filling in forms.
Open the Proposals tab and type:
Create a draft Lexoffice quotation for each row in this sheet using contact ID in column A, line item description in B, net price in C, and tax condition in D
What You Get
- A draft Lexoffice quotation created for each of the 15 deals, with the correct contact, description, pricing, and tax condition applied
- The Lexoffice quotation ID written back into column E for each successful creation
- Error notes for any rows where the contact ID didn't resolve — so you know which deals need a manual lookup before the call
What If the Data Is Not Quite Ready
Only the proposals that have already been sent to the prospect should be finalized
Generate finalized Lexoffice quotations for all rows where Stage in column E is "proposal sent" — use contact ID in A, line item description in B, net price in C, and tax condition in D
Some deals have multiple line items across separate rows and should become one quotation each
Group the rows in this sheet by deal code in column F, then create one draft Lexoffice quotation per group using the contact ID from the first row in each group — add each row as a separate line item with description in B and net price in C, using the tax condition in D
Net prices in the sheet are estimates and need a 10% uplift applied before quoting
For each row in this sheet, calculate the adjusted net price by adding 10% to the amount in column C, then create a draft Lexoffice quotation using contact ID in A, description in B, the adjusted price, and tax condition in D
Full proposal blast: validate contacts, apply pricing, create, and flag in one shot
For all rows in the Proposals tab: verify the contact ID in column A resolves in Lexoffice, flag any that don't with "contact missing" in column F, apply a 10% uplift to the net price in column C, then create a draft Lexoffice quotation for each valid row using description in B, the adjusted price, and tax condition in D — write the quotation ID into column G
One prompt, 15 quotations ready before the call.
Try It
Get the 7-day free trial of SheetXAI and open your pipeline sheet — ask it to generate the Lexoffice quotations and you'll have the full set in under a minute. You can also look at how to bulk-create invoices from billing data, or return to the full Lexoffice integration overview.